核心观点:医疗器械板块连续调整4年后,今年迎来上涨。多数公司全年整体呈现前低后高的业绩增速趋势、下半年业绩改善的趋势更为明显。短期来看,建议把握Q3和26年业绩改善个股的业绩估值和修复机会。预计Q3多家公司受益新产品新业务放量而实现环比改善,或去年同期低基数基础上实现高增长:联影医疗、惠泰医疗、迈普医学、美好医疗,奕瑞科技,海泰新光,春立医疗、三友医疗、心脉医疗等。同时建议关注脑机接口等新技术方向...
Source Link核心观点:医疗器械板块连续调整4年后,今年迎来上涨。多数公司全年整体呈现前低后高的业绩增速趋势、下半年业绩改善的趋势更为明显。短期来看,建议把握Q3和26年业绩改善个股的业绩估值和修复机会。预计Q3多家公司受益新产品新业务放量而实现环比改善,或去年同期低基数基础上实现高增长:联影医疗、惠泰医疗、迈普医学、美好医疗,奕瑞科技,海泰新光,春立医疗、三友医疗、心脉医疗等。同时建议关注脑机接口等新技术方向...
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